SMM July 30: today's opening, by July 29, Australia's main lithium mine Pilbara auction lithium concentrate price auction 1250USD/t (FOB), plus 65 freight for 1315 USD/t (CIF China) a record high good news, lithium lithium mine concept stocks in the opening continued yesterday's rally continued to strengthen, by the end of the afternoon, Jiangte Motor, Baichuan shares, Ya Hua Group and other 9 shares rose by the daily limit. Tianqi lithium industry, Rongjie shares and Sichuan energy power and other stocks rose.
On the news, Australia's main lithium mine Pilbara auctioned lithium concentrate on BMX electronic platform on July 29th, with more than 30 companies participating in the auction. The final auction price, 1250USD/t (FOB), plus 65 freight, reached an all-time high of 1315 USD/t (CIF China). This auction method, which is different from the traditional long order method, also reflects the current situation that the supply of lithium concentrate market falls short of demand to a certain extent.
In this regard, Guotai Junan believes that the main rising tide of lithium concentrate and lithium salt prices has just begun, and the rise in lithium prices in the second half of the year has begun, and the second half of 2021 will be the most tight period of supply and demand for the lithium industry in recent years. The lack of lithium in the whole lithium industry chain and the lack of ore in the whole lithium industry will become the most obvious feature of the lithium power market in the second half of the year. Therefore, Guotai Junan raised the forecast of lithium prices in the second half of the year, and it is expected that lithium prices in the second half of the year will reach a historical high of 180000 yuan / ton.
As to whether Ningde era's sodium-ion battery, which broke out in the circle of friends yesterday, will pose a threat to lithium batteries, Citic Securities said it expected that the sodium-ion battery technology released by Ningde era would not change the tight lithium supply this year and next. The risk of a sharp rise in prices caused by the conversion of Australian lithium concentrate to spot bidding is more noteworthy, and lithium prices are expected to rise to a higher level, which will significantly benefit companies with local lithium resource protection and integrated industrial chain layout. Recommend Ganfeng Lithium Industry and Salt Lake shares, suggest to pay attention to Yongxing Materials and Rongjie shares.
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